OUR TEAM
Backed by a team of dedicated professionals with over 100 years of combined industry experience, our thought leaders work collaboratively with clients from coordinating and consulting to the delivery and implementation of financial plans.
David Kline, CFP®, CBEC®
Private Wealth Advisor
Joi Wilson
Client Service Associate
Steve Kolano, CFA
Chief Investment Officer
Gregory Freeman
Advanced Planning Specialist
Steve Carrigg, CFP®
Private Wealth Advisor
Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training
William Beaudoin, CFS, CBEC
Vice President of Case Design
Derek Chesley
Case Design Specialist
Katrina Pignone
Practice Manager
Richard E. Austin, JD, LLM, CIMA®, CEPA
Executive Director
Ann L. Swartz,CLU, ChFC®, CASL, CLF®
Chief Compliance Officer
John C. Pastore, Jr., CRPC®
Senior Vice President
CASL conferred by The American College.
CRPC conferred by College for Financial Planning.